Supplemental Users

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Supplemental Users

Supplemental Users may be configured within Configuration - Staff/Users > Supplemental Users. From here, Device Users and Person Type Users can be created, viewed, edited, and deleted. Device Users are used with the Informs feature and Person Type Users with the Authorized Representative feature. 

• A Device User consists of:
  • Device Name - The name displayed in the Devices list in the InForms setup accessed via the Share Forms button from the Client Header.
  • Username - Entered along with Password to access the Informs feature on the Device.
  • Password - Entered along with Username to access the Informs feature on the Device.
• A Person User consists of:
  • Name - The name displayed in the Configure Users list when assigning an Authorized User to a Space in Placements.
  • Email Address - The email where the password reset email is sent. This is also displayed with the Name in the Configure Users list for each Space.
  • Username - This is the Authorized Representative's username credential for the Client Portal.

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Create a Person User

To get started, click the blue + button to create a new Person or Device User.

The Create User screen may be toggled between a Person and a Device user with the Person & Device tabs. The Create User screen defaults to a Person User.

• Name field - The name displayed in the Configure Users list when assigning an Authorized User to a Space. 
  • This field is required and may be up to 50 characters maximum.
• Email Address field - The email where the password reset email is sent.
  • This field is required and may be up to 50 characters maximum.
  • This email address is also displayed with the Name in the Configure Users list for each Space.
• Username field - This is the Authorized Representatives username credential for the Client Portal.
  • This field is required and may be up to 255 characters maximum.
  • Populated with the Email Address by default but may be changed if desired.
• Cancel/Save - Click on the enabled blue Save button to create the new user. Click the blue Cancel text button to exit without creating a new user.

The created user will receive an email asking them to set up their password to begin using their account.

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Create a Device User

• Device Name field - The Device Name is the name displayed in the Devices list when working in the Share Forms feature from the Client Header.
  • This name should be unique so that devices can be easily identified when working in the Share Forms feature.
  • This field is required and can be up to 50 characters.
• Username field - The Username is used to log into the InForms feature.
  • This field is required and can be up to 255 characters.
• Password and Confirm Password fields - The Password is used when to log into the InForms feature.
  • Both fields are required when creating or editing a Device User.
  • Both have a four-character minimum.
• Cancel/Save - When all required entries are complete, click the blue Save button to create the new user. Click the blue text Cancel button to exit without creating a new user.

Repeat the process to create a new Person or Device User as needed. 

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Supplemental Users List View

The Supplemental User page displays the users in list view with the following information:

• Type - This will be either "Device" or "Person".
• Name - The Name or Device Name entered during the Create User process.
• Username - This will display as entered during the Create User Process.

Sorting is available within the list view. To sort a column, click near the Column Title.

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Reset Password

The Password for a Person Type Supplemental user cannot be viewed or modified from within the product. The only option available is to send a Password Reset Email. 

Click on the blue Reset Password button to display the Reset Password confirmation box:

 

• The email address associated with the user is displayed.
• If this is correct, select the blue Send Password Reset Email button.
• If this address is incorrect, click the blue text Cancel button to exit the window. The email should be updated to the correct email by editing the User.

Edit User

An existing Person or Device User can be edited by selecting the blue Edit button within the line item. This opens the Edit User modal with the existing user information pre-populated. Edit the information as needed and click the blue Save button when finished.

Device User Passwords remain encrypted and cannot be recovered but can be reset by editing both the Password and Confirm Password fields.

Delete User

Use the trash can icon to delete a Supplemental User that is no longer needed. A delete confirmation box displays. Click on the blue Delete button to confirm and delete the selected user.

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